- Permission Required: Create of Reports

- Find out the Edition-specific limits for Custom Reports.

Create a Custom Report

1. Select the Reports menu and click Custom Reports from the left panel.
   
2. Click Create Report.
   
3. In the Create New Report popup, select a primary module.
   The primary module is the root module from which the data for the report will be fetched. E.g. If you choose the Service Resources module, you can fetch details such as the appointments the field agents have worked on, time taken by them to complete each appointment, etc and thus assess their performance.
4. Enter a name in the Report Name field.
   
5. Add the other related modules from which you want to include data in your report and click Save.
   The name field from each of these modules will be added as columns.
6. Customize the Columns, Row Groups, Column Groups, or Aggregate Columns and click Save.
   
7. In the Report Details popup, enter a Report Name, Description of the report, the Folder in which you want the report to be listed, and click Save.
   

Choose Related Modules 

1. Click on to add a Parent module or to add a Child module.
   
   A Parent of a module corresponds to all the lookup fields in the module. E.g. For the Work Orders module, the parent modules will be Companies, Contacts, Requests, etc.
   
   A Child of a module corresponds to all the related lists in the module. E.g. For the Service Appointments module, the child modules will be Service Reports, Time Sheets, Trips, etc.
   
   
2. For the Child module chosen, select a value for Choose Relationship Type and click Submit.
   
   Inclusive: If you choose this, then in the report, all the records of the parent module will be included irrespective of whether they have records of this child module.
   
   Exclusive: If you choose this, then in the report, all the records of the parent module will be excluded if they do not have records of this child module.

To make any changes to a child module, click on the Edit [] icon. Click on the Delete [] icon to remove a module.

Customize the Report

1. Click + for the element (Columns, Row Groups, Column Groups, or Aggregate Columns) you want to add to the report.
   
   
   
   
2. Select the fields or attributes you want to add to your report and click Apply.
   You can filter these by modules or data type. The existing fields or attributes in the report will be selected. Uncheck the ones you want to remove.
   
   
   
   You can reorder the fields or attributes. Hover over a field or attribute and click on  to drag and drop it.
   
   
   
   
3. Click Save.

Edit a Custom Report

Permission Required: Edit of Reports

1. Select the Reports menu.
   
2. Click on the custom report you want to edit.
   
3. Select Edit from the dropdown button in the top right corner.
   
   
   
   
4. Make the necessary edits and click Save.
   

To change the report name, click the Edit [] icon next to the report name. In the Report Details popup, edit the Report Name and click Save. Click Save in the report.

Delete a Custom Report

Permission Required: Delete of Reports

To delete a custom report:

1. Select the Reports menu.
   
2. Hover over the custom report you want to delete and, under More options [], select Delete.
   
3. Click Yes in the confirmation message.
   

Points to remember

1. In a report, you can add a maximum of 30 columns.
   
2. In a report, you can add a maximum of three groupings, row-wise and column-wise combined.
   
3. In a report, you can add a maximum of four aggregate columns.